by admin | Jun 24, 2010 | GIPS, Global Investment Performance Standards
An article I wrote for the CFA/CIPM newsletter was recently published on large cash flows. Recall that the Global Investment Performance Standards (GIPS(R)) now require firms to revalue portfolios for large flows. The article shows that this change may not be as...
by admin | Jun 14, 2010 | GIPS, Global Investment Performance Standards
I recently penned an article for a CFA Institute newsletter, which will appear later this week. In advance of that, I want to share some of the ideas from the article. As you are probably aware, effective 1 January 2010, GIPS(R) (Global Investment Performance...
by admin | Jun 10, 2010 | GIPS, Global Investment Performance Standards
During last week’s presentation to the CFA Society of Philadelphia on the latest changes to the Global Investment Performance Standards (GIPS(R) 2010), I expressed my dislike for GIPS Examinations. I had a lengthy conversation with representatives from one firm...
by admin | Jun 7, 2010 | GIPS, Global Investment Performance Standards
I recently commented about the use of the glossary and samples as ways to communicate GIPS(R) (Global Investment Performance Standards) requirements. I’m reading Exchange Rate Regimes: Choices and Consequences and in chapter 4 the authors distinguish between de...
by admin | Jun 4, 2010 | GIPS, Global Investment Performance Standards
I have become a big fan of Malcom Gladwell and have made it through Outliers: The Story Of Success, The Tipping Point: How Little Things Can Make a Big Difference, and Blink. I’m now working on his most recent book, What the Dog Saw: And Other Adventures and...
by admin | Jun 3, 2010 | GIPS, Global Investment Performance Standards
I gave a talk today at the CFA Society of Philadelphia on GIPS(R) 2010 (Global Investment Performance Standards) and mentioned that effective January 1, 2010, compliant firms must disclose, when reporting net-of-fee returns, if model or actual fees are used. Earlier...
